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Ryan Alexis Gonzales

TRUE FIDUCIARY CAPITAL, LLC·EL CAJON, California
SIE, Series 7, Series 66CFPClean record18 years registeredTRUE FIDUCIARY CAPITAL, LLC
825 MURRY DRIVE, EL CAJON, CA 92020CRD# 5513286Firm CRD# 306964

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ryan Alexis Gonzales · EL CAJON, CA
Registration
CRD #5513286 · TRUE FIDUCIARY CAPITAL, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

TRUE FIDUCIARY CAPITAL, LLC
Jan 2020 – present
USAA INVESTMENT MANAGEMENT COMPANY
Jan 2018 – Jan 2020
EL CAJON, CA
USAA FINANCIAL PLANNING SERVICES
Oct 2014 – Jan 2018
El Cajon, CA
AMERIPRISE FINANCIAL SERVICES, INC.
May 2011 – Sep 2014
SAN DIEGO, CA
METLIFE SECURITIES INC.
May 2008 – Jun 2011
SAN DIEGO, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · May 9, 2008
Years registered · 18
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRUE FIDUCIARY CAPITAL, LLC
CRD 306964 · SEC 801-117977
AUM
$42M
Regulatory assets under management
Employees
1
120 client accounts
Services offered by TRUE FIDUCIARY CAPITAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRUE FIDUCIARY CAPITAL, LLC →
Introduction

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05

Frequently Asked Questions

What services does Ryan Alexis Gonzales offer?
Ryan Alexis Gonzales specializes in Financial Planning, Investment Management. Contact their office in EL CAJON, California for a consultation.
What are Ryan Alexis Gonzales's credentials?
Ryan Alexis Gonzales holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Ryan Alexis Gonzales located?
Ryan Alexis Gonzales is based in EL CAJON, California, working with TRUE FIDUCIARY CAPITAL, LLC. Their office serves clients in the EL CAJON metropolitan area and surrounding communities.
How does Ryan Alexis Gonzales charge for services?
Ryan Alexis Gonzales's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRUE FIDUCIARY CAPITAL, LLC?
TRUE FIDUCIARY CAPITAL, LLC has approximately 1 employees and manages $42M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
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Research
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